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I’m not saying you’re wrong.. but BK (and to a lesser degree Otellini) let go of Grovian culture, and we saw them leave a whole lot of opportunity on the table for a long time. Intel definitely needed a culture change of some kind.
Is there a tipping point where if Intel takes enough Samsung foundry business, Samsung won’t be able to justify investment in the current rapid pace of leading edge? Or will Samsung’s other businesses (and the Korean government) always subsidize this business?
Note I don’t see this as likely...
It’s a classic textbook play to point to international “problems” to distract from domestic issues. Ironically, both of the CCP and US governments are benefiting from this play..
N3 to N2 was a “>1.15x” Density increase, and N2 to A16 is ~ 8.5%. Intel 14A is slated for a 20% density increase over 18A.
These numbers seem a little anemic..
Sorta - there are a lot of black projects with no clear funding source. See also: printing money on top of this. Also keep in mind the Ukraine war has already gone on for a few years.
I’m trying to unpack this a little — Has Intel stated that their 14A process is only for Intel CPU chiplets and nothing else? Or is it more in the 2026-2027 timeframe that we’re talking? (Or will “non Intel CPU chiplets” run 14A without High NA processing?) I thought Intel 14A was meant...
A bit OT - I’ve taken two mid career sabbaticals for 12+ months each, influenced by an old TED talk - “The power of time off”. The question was - do you work to 65, or take some significant time off when you’re younger and healthier, maybe working later.
I had no concept of work/life balance...
Wasn't the US the major power in leading edge semiconductor for decades before AMD sold it's fabs and Intel stumbled? Why can't it happen again?
The cost and cultural nonsense can be dealt with.. look at Tesla leading the way for EV manufacturing, or honestly even car manufacturing if you...
Fair, I also hope this isn't common.
I wouldn't say if it's happening on a broad scale it's necessarily the fault of the managers - it could be the corporate culture. If the company culture is to work long hours, and worship leadership -- that's going to force the managers to act a...
I thought this article was pretty fair.
It covered a whole lot of topics, and gave the engineers a chance to voice their opinions. From my experience, some of the opinions sound like new hires who aren’t used to work in large companies with strict IP rules. “I had to have a special work...
This topic probably requires its own thread, but I’ll take a quick stab. Note I’m still ‘jury out’ on this approach.
Air gapped networks are still a thing for various purposes; those air gaps definitely struggle for cost effectiveness for total available compute resources. Likewise, if you...
Hats off (again) to the engineers behind all of this tech. Imagine sending this back in time and showing to Gordon Moore in 1965, or Shockley in 1949.
On the video I think it’s reasonable as it’s intended for investors and the public. “This technology is a work of art, Intel is first to use...
FWIW - Apple’s iPhone business in 2022/2023 dropped from $66B in revenue to $51B from calendar Q4 to Q1, a drop of roughly 23%. Some prior years have been steeper, though many similar (source: Statista).
It looks like TSMC’s revenue drop for N3 is probably just that as (I believe) it’s the...
Tell me a little more if you don't mind.
I thought they had some layoffs in engineering a year or two ago. Also some pay reductions that may have bled some talent. They are also splitting into two companies and competing in more segments than before. And CPUs are getting more complex (with...
Power is just really another “knob”; they may have decided that they needed the throughput more and were OK with the power budget this time.
Voltage going up with a frequency rise of almost 70% seems reasonable.
My take on this is they probably looked at their limited engineering pool and decided to use it for getting the next gen product after Falcon Shores out in as good of shape as possible.
They’ve made a lot of similar decisions lately - Extending Raptor Lake an extra year because it’s “good...
Jensen is shrewd -- he's going to take the best fab deal with the most advanced technology that he can get.
He fell out with TSMC but had no problem going back to them when Samsung failed to keep up with his needs.
